Security National Bank’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6K | Hold |
100
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $53.3K | Hold |
100
| – | – | 0.01% | 213 |
|
|
2024
Q4 | $57K | Hold |
100
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $57K | Hold |
100
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $53.5K | Hold |
100
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $55.6K | Hold |
100
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $50.7K | Buy |
+100
| New | +$50.7K | 0.01% | 193 |
|
|
2022
Q3 | – | Sell |
-531
| Closed | -$220K | – | 106 |
|
|
2022
Q2 | $220K | Sell |
531
-50
| -9% | -$20.7K | 0.06% | 94 |
|
|
2022
Q1 | $285K | Hold |
581
| – | – | 0.07% | 88 |
|
|
2021
Q4 | $301K | Sell |
581
-18
| -3% | -$9.33K | 0.07% | 85 |
|
|
2021
Q3 | $288K | Hold |
599
| – | – | 0.07% | 84 |
|
|
2021
Q2 | $294K | Hold |
599
| – | – | 0.08% | 81 |
|
|
2021
Q1 | $285K | Buy |
+599
| New | +$285K | 0.08% | 80 |
|